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SWBI vs. RGR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SWBI vs. RGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Smith & Wesson Brands, Inc. (SWBI) and Sturm, Ruger & Company, Inc. (RGR). The values are adjusted to include any dividend payments, if applicable.

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SWBI vs. RGR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SWBI
Smith & Wesson Brands, Inc.
46.55%3.12%-22.59%62.17%-49.58%1.64%150.33%-27.84%0.16%-39.09%
RGR
Sturm, Ruger & Company, Inc.
23.04%-6.13%-20.91%-8.04%-15.41%9.30%50.28%-10.14%-2.84%8.65%

Fundamentals

EPS

SWBI:

$0.27

RGR:

-$0.72

PS Ratio

SWBI:

1.31

RGR:

1.11

Total Revenue (TTM)

SWBI:

$486.22M

RGR:

$395.00M

Gross Profit (TTM)

SWBI:

$128.56M

RGR:

$54.20M

EBITDA (TTM)

SWBI:

$21.91M

RGR:

-$1.84M

Returns By Period

In the year-to-date period, SWBI achieves a 46.55% return, which is significantly higher than RGR's 23.04% return. Over the past 10 years, SWBI has underperformed RGR with an annualized return of -2.04%, while RGR has yielded a comparatively higher -1.81% annualized return.


SWBI

1D
-0.42%
1M
21.55%
YTD
46.55%
6M
48.98%
1Y
61.69%
3Y*
9.85%
5Y*
-1.07%
10Y*
-2.04%

RGR

1D
0.17%
1M
7.30%
YTD
23.04%
6M
-7.46%
1Y
3.35%
3Y*
-9.77%
5Y*
-5.88%
10Y*
-1.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SWBI vs. RGR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SWBI
SWBI Risk / Return Rank: 8181
Overall Rank
SWBI Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SWBI Sortino Ratio Rank: 8181
Sortino Ratio Rank
SWBI Omega Ratio Rank: 8686
Omega Ratio Rank
SWBI Calmar Ratio Rank: 7979
Calmar Ratio Rank
SWBI Martin Ratio Rank: 7777
Martin Ratio Rank

RGR
RGR Risk / Return Rank: 4343
Overall Rank
RGR Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
RGR Sortino Ratio Rank: 3939
Sortino Ratio Rank
RGR Omega Ratio Rank: 4242
Omega Ratio Rank
RGR Calmar Ratio Rank: 4444
Calmar Ratio Rank
RGR Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SWBI vs. RGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Smith & Wesson Brands, Inc. (SWBI) and Sturm, Ruger & Company, Inc. (RGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SWBIRGRDifference

Sharpe ratio

Return per unit of total volatility

1.34

0.09

+1.25

Sortino ratio

Return per unit of downside risk

2.15

0.36

+1.79

Omega ratio

Gain probability vs. loss probability

1.34

1.06

+0.28

Calmar ratio

Return relative to maximum drawdown

2.20

0.08

+2.12

Martin ratio

Return relative to average drawdown

4.76

0.17

+4.60

SWBI vs. RGR - Sharpe Ratio Comparison

The current SWBI Sharpe Ratio is 1.34, which is higher than the RGR Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of SWBI and RGR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SWBIRGRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

0.09

+1.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.02

-0.19

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.04

-0.05

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.21

-0.06

Correlation

The correlation between SWBI and RGR is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

SWBI vs. RGR - Dividend Comparison

SWBI's dividend yield for the trailing twelve months is around 3.63%, more than RGR's 1.15% yield.


TTM20252024202320222021202020192018201720162015
SWBI
Smith & Wesson Brands, Inc.
3.63%5.27%5.05%3.39%4.38%1.63%0.56%0.00%0.00%0.00%0.00%0.00%
RGR
Sturm, Ruger & Company, Inc.
1.15%1.90%1.95%2.79%14.66%4.94%10.00%1.74%2.07%2.44%3.28%1.85%

Drawdowns

SWBI vs. RGR - Drawdown Comparison

The maximum SWBI drawdown since its inception was -96.15%, which is greater than RGR's maximum drawdown of -79.69%. Use the drawdown chart below to compare losses from any high point for SWBI and RGR.


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Drawdown Indicators


SWBIRGRDifference

Max Drawdown

Largest peak-to-trough decline

-96.15%

-79.69%

-16.46%

Max Drawdown (1Y)

Largest decline over 1 year

-27.81%

-38.79%

+10.98%

Max Drawdown (5Y)

Largest decline over 5 years

-75.38%

-60.59%

-14.79%

Max Drawdown (10Y)

Largest decline over 10 years

-81.49%

-60.59%

-20.90%

Current Drawdown

Current decline from peak

-51.50%

-45.04%

-6.46%

Average Drawdown

Average peak-to-trough decline

-49.48%

-31.89%

-17.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.84%

17.87%

-5.03%

Volatility

SWBI vs. RGR - Volatility Comparison

Smith & Wesson Brands, Inc. (SWBI) has a higher volatility of 18.34% compared to Sturm, Ruger & Company, Inc. (RGR) at 10.81%. This indicates that SWBI's price experiences larger fluctuations and is considered to be riskier than RGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SWBIRGRDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.34%

10.81%

+7.53%

Volatility (6M)

Calculated over the trailing 6-month period

33.43%

31.36%

+2.07%

Volatility (1Y)

Calculated over the trailing 1-year period

46.41%

39.08%

+7.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.05%

30.38%

+17.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.12%

33.39%

+18.73%

Financials

SWBI vs. RGR - Financials Comparison

This section allows you to compare key financial metrics between Smith & Wesson Brands, Inc. and Sturm, Ruger & Company, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M200.00M250.00M300.00M350.00M20222023202420252026
135.71M
0
(SWBI) Total Revenue
(RGR) Total Revenue
Values in USD except per share items